Abound Wealth Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Abound Wealth Management’s Portfolio JEPQ Stock Details JEPQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.51K	Hold	90	–	–	﹤0.01%	671
2026 Q2	$5.53K	Buy	+90	New	+$5.34K	﹤0.01%	582
2025 Q4	–	Sell	-172	Closed	-$9.9K	–	1469
2025 Q3	$9.9K	Buy	+172	New	+$9.5K	﹤0.01%	496
2024 Q1	–	Sell	-30	Closed	-$1.5K	–	1349
2023 Q4	$1.5K	Buy	+30	New	+$1.45K	﹤0.01%	696
2023 Q3	–	Sell	-52	Closed	-$2.54K	–	1195
2023 Q2	$2.54K	Buy	+52	New	+$2.4K	﹤0.01%	609

Other funds holding JEPQ

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Abound Wealth Management's JEPQ Position: Q3 2026 in Review

Abound Wealth Management held its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) position steady in Q3 2026 at 90 shares worth $5.51K. The position accounts for ﹤0.01% of the portfolio, ranked #671.

Abound Wealth Management first reported a position in JEPQ in Q2 2023 and has held it in 5 quarters since. The position peaked at $9.9K in Q3 2025. 954 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

Abound Wealth Management held 90 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $5.51K as of Q3 2026.
Abound Wealth Management left its JPMorgan Nasdaq Equity Premium Income ETF share count unchanged in Q3 2026.
JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q3 2026, its #671 holding.
Abound Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2023 and has held it in 5 quarters since.
Abound Wealth Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $9.9K in Q3 2025.
954 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on Abound Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.